Browsing Tag
Shell plc
54 posts
Why Shell’s Dragon gas revival could rescue underused Trinidad LNG infrastructure
Shell’s Dragon gas tender could revive Trinidad LNG supply, but FID, sanctions, drilling and cross-border execution still decide the project’s value now.
Traders warn oil stockpiles close to empty as Hormuz re-closes in July 2026
Iran's re-closure of the Strait of Hormuz on 12-13 July returns crude markets to the supply gap as IEA emergency stockpile buffers approach empty.
LNG Canada’s landmark Indigenous equity option lands ahead of Phase 2 FID target
LNG Canada opens up to C$1bn Phase 2 storage tank ownership to five First Nations via MNT Investments; deal conditional on Shell-led JV FID by end of 2026.
Aditya Birla Renewables to buy Shell’s Sprng Energy in $1.8bn deal, doubling scale in India’s clean power race
Aditya Birla Renewables signs â‚ą17,200 crore deal for Shell's Sprng Energy, doubling scale, but integration and closing adjustments will decide real value.
Shell (LSE: SHEL) raises Q2 gas guidance despite Qatar Pearl GTL hit, to sell South Africa downstream to ADNOC Distribution
Shell plc raises Q2 2026 gas guidance despite Qatar Pearl GTL hit, sells South Africa downstream to ADNOC for $1 billion. Read the full analysis.
Ithaca Energy slides despite strong Q1 as ITH loses Middle East oil-risk premium
Find out how Ithaca Energy’s share price fall, oil price reversal and dividend outlook are reshaping ITH stock and North Sea sentiment.
Shell stock faces renewables reset as reported $1bn offshore wind sale plan emerges
Read how Shell’s reported $1bn offshore wind sale could reshape SHEL stock sentiment, renewable power strategy and LNG capital focus.
Shell stock faces Namibia reset as Merlin-1X revives PEL 0039 exploration case
Read how Shell plc’s Merlin-1X oil result could revive Namibia PEL 0039, reshape Orange Basin drilling plans and influence SHEL stock sentiment.
Fluor’s LNG Canada Phase 2 notice puts Kitimat back at the centre of North American LNG growth
Canada has gas and Asia wants supply security. LNG Canada Phase 2 now tests whether Kitimat can become a larger Pacific export gateway.
Impact Oil & Gas plans South Africa asset split to sharpen Namibia Venus oil strategy
Impact Oil & Gas is reshaping its Africa portfolio around Namibia’s Venus Field. Find out why the reorganisation matters now.